Tanglewood Legacy Advisors, LLC

05/23/2026

Proud to be celebrating our 23rd anniversary!

04/22/2026

Congratulations to Kevin B. Roth, CFP®, CEPA!

04/21/2026

Houston, We Have an Economy!
Houston Employment Growth Slowed, But Was Faster in 2025 Than Expected

The Houston region is home to nearly seven million residents and over 130,000 business establishments. The Greater Houston Partnership works to make Houston the best place to live, work and build a business.

04/06/2026

Expert Advice on AI Best Practices:

▪ Different LLMs excel in different areas.
▪ The more granular and specific your prompt, the likelier you are to get the outcome you want.
▪ Ask the LLM what prompt it would use to accomplish the task.
▪ Ask the AI to ask you clarifying questions.
▪ Ask the AI to critique its own output and identify what’s missing or weak.

Unprofessional, AI-produced work has become a modern-day productivity killer. How to dodge it.

04/02/2026

Higher education costs have increased at a faster pace than overall inflation for decades. Every year, TLA looks at the schools that make it to the NCAA Final Four as a sampling of upcoming college costs.

03/20/2026

For Private Business Owners thinking of selling in 2 to 5 years:

Strategies for Private Business Owners Navigating Their Exit and Future As a successful private business owner, you have likely been in the highest income tax bracket. One of your largest annual business line-item expenses may have been taxes.

03/03/2026

Congratulations to Taylor Murray for passing all four sections of the Certified Public Accountant (CPA) Exam through the Texas State Board of Public Accountancy!

11/27/2025

Thanks to the efforts of Jay Winuk and David Paine, 9/11 Day has become a National Day of Service and Remembrance. Once again, Team TLA joined this nationwide effort by volunteering at the Houston Food Bank. The Tanglewood Legacy Advisors Foundation has also made a financial contribution to the Houston Food Bank.

11/17/2025

Congratulations, Deborah Thompson-Carranco!

11/12/2025

2025 TLA Vets Day Lunch to say thank you to some of those who bravely served our nation.